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IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 40.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$4.97M
3
+$3.85M
4
TFC icon
Truist Financial
TFC
+$3.36M
5
JXN icon
Jackson Financial
JXN
+$3.14M

Top Sells

1
+$8.94M
2
+$5.69M
3
+$5.2M
4
NEE icon
NextEra Energy
NEE
+$3.94M
5
CVX icon
Chevron
CVX
+$3.75M

Sector Composition

1 Technology 28.22%
2 Energy 13.18%
3 Healthcare 11.39%
4 Financials 11.14%
5 Real Estate 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
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